Estate Planning Why State Taxes Matter in Estate PlanningOn January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7…
Economic & Market Update Fourth Quarter 2024 OutlookEntering the fourth quarter, markets are digesting the Fed’s first rate cut in four years, labor market supply and demand are returning to equilibrium, inflation…
Estate Planning The Sunset is Not Worth Waiting ForEstate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…